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    Tim Wojs • Robert W. Baird & Co. Incorporated

    Tim Wojs's questions to Douglas Dynamics Inc (PLOW) leadership

    Tim Wojs's questions to Douglas Dynamics Inc (PLOW) leadership • Q2 2025

    Question

    Tim Wojs of Robert W. Baird & Co. asked for an assessment of channel inventory levels for the Attachments segment compared to historical norms, the drivers of favorable mix in the Solutions segment, and the magnitude of price realization.

    Answer

    President and CEO Mark Van Genderen described company-owned inventory as being in 'very, very good shape.' He noted dealer plow inventory has improved and is close to ideal, while hopper and spreader inventory is right where it should be. EVP & CFO Sarah Lauber explained the favorable mix in Solutions was driven by specific, higher-margin municipal contracts in the first half. She also confirmed that price realization for both segments is in the low single-digit range.

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    Tim Wojs's questions to Stanley Black & Decker Inc (SWK) leadership

    Tim Wojs's questions to Stanley Black & Decker Inc (SWK) leadership • Q2 2025

    Question

    Tim Wojs from Robert W. Baird & Co. requested details on how recent pricing increases are tracking against expectations, including any observed demand elasticity and the outlook for pricing in the second half of the year.

    Answer

    COO, EVP and President of Tools & Outdoor Christopher J. Nelson confirmed the initial price increase was implemented as planned with no significant change in demand patterns, noting a roughly one-for-one price-to-volume elasticity. He announced a second, more modest price increase is planned for early Q4. CFO Patrick D. Hallinan added that the Tools & Outdoor segment would see a high-single-digit price benefit in the back half, offset by a similar volume decline.

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    Tim Wojs's questions to Tecnoglass Inc (TGLS) leadership

    Tim Wojs's questions to Tecnoglass Inc (TGLS) leadership • Q3 2024

    Question

    Tim Wojs of Baird inquired about the financial impact of reversed aluminum tariffs and the company's strategy for potential future tariffs. He also asked about the backlog conversion rate and sought an update on the vinyl product ramp.

    Answer

    Executive Santiago Giraldo confirmed the company will receive a full refund for paid tariffs in Q4 and stated that future tariffs would likely be passed on to customers. He also explained that backlog conversion is extending due to larger projects but that growth is still expected. He noted the vinyl product ramp is progressing with a full product line now available and should be a meaningful contributor next year.

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